• Blog Post: Video: Adding a New Field to a User Admin Screen

    This video shows how to codelessly add a new field to the user table and have that field displayed and editable in the User Administration screen. For other articles that discuss customizing the User Administration screens please see How to Add an Extra Tab Option to the User Admin tab menu (AdminSingleUser...
  • Blog Post: Video: Using RunBlock and Lists for Codeless Customization

    For more technical detail about using RunBlock for Codeless Customization in Sage CRM please see the following articles. Creating Lists using RunBlock An Example of Codeless Customization: Adding Extra User Record fields to the interface RunBlock is a technique that is also very import...
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  • Blog Post: Need some help uploading data to Sage CRM?

    We've lots of resources to help you get your data into Sage CRM The Data Upload feature is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel spreadsheets. It lets you create many...